Filed September 30, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,722 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,809 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,609 | $84,784-22.6% | $98,439-33.4% | $74,419-11.8% |
| Participation rate | 91.0% | 81.5%+9.5pp | 75.2%+15.8pp | 70.7%+20.3pp |
| Annual return | 19.30% | 20.59%-1.3pp | 21.16%-1.9pp | 34.38%-15.1pp |
| Employer contribution / active EE | $2,503 | $3,364-25.6% | $3,048-17.9% | $2,637-5.1% |
| Participant deferral / active EE | $4,203 | $5,218-19.5% | $4,738-11.3% | $4,528-7.2% |
| Admin fee / account holder | $72 | $204-64.6% | $8,948-99.2% | $348-79.2% |